Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIESinclude the following. Other duties and special projects may be assigned.
- Work independently, with limited direct supervisory oversight in a dynamic, fast-paced environment with continuously evolving business needs, job requirements and responsibilities.
- Support all phases of financial planning and analysis for assigned business lines, including forecasting, analytics and reporting.
- Provide business line management with predictive and performance analytics to facilitate informed decision-making.
- Partner with business lines to provide senior management team with potential revenue generating opportunities and new products and services, while predicting financial risks and establishing mitigation plans.
- Actively assist in the development of annual budgets, quarterly forecasts, quarterly leadership reviews, and 3-year strategic plans.
- Partner with line executives to oversee designated business lines' financial resources to drive profitability, appropriately manage spend and achieve the year's financial targets.
- Provide information to executive management clearly, accurately and consistently by assembling and summarizing data and preparing/presenting findings, analysis and recommendations on an on-going basis.
- Gather and develop business requirements to create interactive KPI dashboards, and help manage data sets that support BI models designed to track performance of business lines by comparing and analyzing budgets and forecasts with actual results, trends, and variances.
- Build financial models and perform valuation analysis as needed to evaluate products, customer relationships, portfolio segments and new business opportunities.
- Work closely with the accounting team to ensure accurate financial reporting.
- Work on ad-hoc projects as needed.
EDUCATION and/or EXPERIENCE
- Bachelor's Degree Finance, accounting, economics, statistics or related field are preferred majors required
- Master's Degree preferred
- 4-6 Years of progressive analytical experience working in a fast-moving, complex and high pressure environment required required
- Financial industry experience, requisite experience in other industries will be considered preferred
- Experience working with business intelligence and data visualization tools such as Power BI or Tableau preferred
CERTIFICATES, LICENSES, REGISTRATIONS:
- Chartered Financial Analyst (CFA) preferred
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Date Posted
08/30/2022
Views
5
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